Ridgeline Wealth Planning, LLC ETF holdings
Centerville, OH
Reported $144.4M in 32 ETFs in its Form 13F for June 30, 2026.
ETF value
$144.4M
ETFs held
32
Change from prior quarter
+13.9%
With price moves
ETFs as a share of its 13F
91.5%
of $157.8M
Top 10 of 32 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| SPYM | State Street SPDR Portfolio S&P 500 ETF | $42.1M | 478,689 | +30,143 shares |
| JPST | JPMorgan Ultra-Short Income ETF | $20.0M | 395,728 | +2,376 shares |
| DYNF | iShares U.S. Equity Factor Rotation Active ETF | $14.7M | 215,984 | +34,694 shares |
| CGDV | Capital Group Dividend Value ETF | $13.4M | 272,667 | +21,061 shares |
| CGGO | Capital Group Global Growth Equity ETF | $11.2M | 263,789 | −76,564 shares |
| CGGR | Capital Group Growth ETF | $8.6M | 181,692 | +27,471 shares |
| QQQ | Invesco QQQ Trust | $6.6M | 8,956 | −1,711 shares |
| DIVI | Franklin International Core Dividend Tilt Index ETF | $5.8M | 136,735 | −2,131 shares |
| EMXC | iShares MSCI Emerging Markets ex China ETF | $3.6M | 35,508 | −4,038 shares |
| BAI | iShares A.I. Innovation and Tech Active ETF | $2.4M | 45,239 | +10,133 shares |
22 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0002013788. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Ridgeline Wealth Planning, LLC own?
Ridgeline Wealth Planning, LLC reported 32 ETF positions worth $144.4M in its Form 13F for June 30, 2026. The largest was SPYM, at $42.1M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.